EWA
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EverSource Wealth Advisors’s Custom Truck One Source CTOS Stock Holding History

EverSource Wealth Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.21K Buy
1,098
+561
+104% +$3.69K ﹤0.01% 3090
2025
Q4 		$3.09K Buy
537
+7
+1% +$43 ﹤0.01% 3325
2025
Q3 		$3.4K Hold
530
– – ﹤0.01% 3312
2025
Q2 		$2.62K Buy
530
+54
+11% +$233 ﹤0.01% 3411
2025
Q1 		$2.01K Buy
+476
New +$2.3K ﹤0.01% 2930

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's CTOS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Custom Truck One Source (CTOS) stake by 104% in Q1 2026, buying an estimated $3.69K and bringing the position to 1,098 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

EverSource Wealth Advisors first reported a position in CTOS in Q1 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • EverSource Wealth Advisors held 1,098 shares of Custom Truck One Source worth $7.21K as of Q1 2026.
  • EverSource Wealth Advisors bought 561 Custom Truck One Source shares in Q1 2026, an estimated $3.69K.
  • Custom Truck One Source made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3090 holding.
  • EverSource Wealth Advisors first reported a position in Custom Truck One Source in Q1 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.